Portfolio Management Services (PMS)Compare Schemes
Bonanza Aegis vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Bonanza Aegis
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.97%
5.72%
6 Months
14.27%
23.48%
1 Year
23.41%
38.68%
3 Years
16.93%
26.01%
5 Years
—
16.58%
Since Inception
22.21%
18.98%
Fund Age
4 yrs 3 mo
16 yrs 6 mo
AUM
₹102.02 Cr
₹1,885.18 Cr
Alpha – 1 Year
23.76%
33.96%
Alpha – 3 Years
7.93%
13.92%
Information Ratio – 3 Years
0.60
1.27
Volatility – 1 Year
21.94%
28.06%
Volatility – 3 Years
20.42%
20.41%
Beta – 1 Year
0.82
1.39
Beta – 3 Years
0.84
1.06
Sharpe Ratio – 1 Year
0.82
1.12
Sharpe Ratio – 3 Years
0.71
1.06
Worst Rolling Year
16.27%
-4.06%
Value at Worst Rolling Year
₹1.16 Cr
₹0.96 Cr
Deepest Drawdown
−27.02%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
22.34%
16.41%
5-Year Rolling Windows Positive
—
99.28%
Market-Cap Mix
L 10% · M 8% · S 74%
L 40% · M 32% · S 24%
Number of Stocks
61
28
Portfolio P/E
51.57
45.86
Top 5 Holdings
Cash & Cash Equivalent · 12.01%
Firstsource Solutions Ltd · 5.78%
Sterlite Technologies Ltd · 5.20%
Genus Power Infrastructures Ltd · 4.36%
Pine Labs Ltd · 4.30%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%